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Atria Investments’s Everest Group EG Stock Holding History

Atria Investments’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,349
Closed -$458K – 2072
2025
Q4 		$458K Buy
1,349
+6
+0.4% +$1.98K 0.01% 1504
2025
Q3 		$470K Buy
1,343
+27
+2% +$9.12K 0.01% 1444
2025
Q2 		$447K Buy
1,316
+69
+6% +$23.8K 0.01% 1484
2025
Q1 		$453K Sell
1,247
-355
-22% -$125K 0.01% 1405
2024
Q4 		$581K Buy
+1,602
New +$600K 0.01% 1249
2024
Q3 		– Sell
-571
Closed -$218K – 1936
2024
Q2 		$218K Buy
+571
New +$216K ﹤0.01% 1772
2020
Q2 		– Sell
-1,105
Closed -$213K – 593
2020
Q1 		$213K Buy
+1,105
New +$282K 0.02% 515
2019
Q3 		– Sell
-894
Closed -$224K – 896
2019
Q2 		$224K Sell
894
-60
-6% -$14.4K 0.01% 862
2019
Q1 		$206K Buy
+954
New +$208K 0.01% 856
2017
Q4 		– Sell
-1,052
Closed -$240K – 833
2017
Q3 		$240K Buy
1,052
+181
+21% +$45.6K 0.01% 685
2017
Q2 		$222K Buy
+871
New +$215K 0.01% 668

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's EG Position: Q1 2026 in Review

Atria Investments sold out of Everest Group (EG) in Q1 2026, closing a stake of 1,349 shares — an estimated $458K sold.

Atria Investments first reported a position in EG in Q2 2017 and held it in 11 quarters. The position peaked at $581K in Q4 2024. 663 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • Atria Investments reported no remaining Everest Group position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 1,349 Everest Group shares in Q1 2026, an estimated $458K.
  • Atria Investments first reported a position in Everest Group in Q2 2017 and held it in 11 quarters.
  • Atria Investments's Everest Group position peaked at $581K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.